November 18, 2005, Wayne, PA — The Diversified Services Group, Inc. (DSG) today announced the completion of a major syndicated research study, Financial Advisors’ Attitudes and Perceptions about Asset Distribution and Retirement Income Management. This unique qualitative survey includes the insights of Financial Advisors from five distribution channels - Bank Reps, Career Insurance Agents, Independent NASD Reps, Financial Planners and Stockbrokers - on the Retirement Income Market. It focuses on the strategies they offer to their retired and soon to be retired clients to generate viable income streams and preserve assets.

Selected findings from the study include:

• The Financial Advisors have seen the Retirement Income Market grow significantly in importance (and revenues) over the past five years.
• Financial Advisors see a "Tipping Point" on the horizon where demand for Retirement Income products and services may outstrip the industry’s ability to provide comprehensive and individualized guidance.
• These experienced Financial Advisors are ahead of financial services companies in providing broader, more holistic retirement solutions to the clients they serve.
• While these Advisors are clearly successful in the Retirement Income Market, they feel that they still lack general knowledge of the issues faced by their retired clients and the various solution sets that are available to them.
• Only Banks use any kind of segmentation scheme to fit products, services and sales personnel to a wider customer base. The other channels use only a pre-selected range of investable assets for targeting purposes.

According to Bob Vickery, a DSG Principal of its Retirement Market Practice, "The number of financial advisors practicing in the Retirement Income Market remains relatively small and it is incumbent upon the financial services companies and distribution firms to begin providing adequate training, and support tools to prepare the FA community to handle the oncoming avalanche of consumer demand. This study provides a look at what needs to be done to properly equip your sales intermediaries for this highly complex, yet highly rewarding market opportunity."

This study is part of an ongoing series of syndicated research reports about the ‘Retirement Management Market’ known as the RM2 Reportsä. These reports focus on issues that firms face as they develop services, products and marketing initiatives to reach individuals and compete at and after the Retirement Inflexion Point™.

DSG is a multi-disciplined firm that provides consulting, research, and sales executive development to the financial services industry. The Retirement Practice includes a particular focus on the issues surrounding the (post) Retirement Income/Asset Management Market.

For further information, contact:

Borden Ayers, Principal
Ph: 610-989-1710 x 21
Fax: 610-989-1730
e-mail: bordena@dsg-network.com

The Diversified Services Group, Inc.
303 West Lancaster Avenue, Suite 2E
Wayne, PA 19087

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